FAQ

TELL US ABOUT YOURSELF

Take a few minutes to complete a short questionnaire based on your goals and timeline

CREATE ACCOUNT AND TRANSFER CAPITAL

You can choose either a taxable account or a retirement account. Then link a bank account or send a wire transfer.

LET US GO TO WORK

We invest your capital directly into our investment strategy.

Yes. Transfer a Traditional, Roth, SEP or Simple IRA to RFP Asset Management. You can also roll over an old 401(k) or 403(b) retirement account. We accept partial rollovers, too.

With RFP Asset Management, you can add capital instantly and withdraw within 2-4 business days. We don’t believe in locking up your money. However, we strongly encourage you to have the perspective of a long-term oriented investor with patient capital.

We take security very seriously. We protect all your personal data and financial information using Secure Sockets Layer (SSL) and 256-bit encryption. Your assets are held at our custodian Charles Schwab, one of the leading custodians across the financial technology industry.

No. You are not investing in a hedge fund. Hedge funds pool their investors’ dollars together and each investor is treated the same. We keep your money in your own individual account.

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